All plans include a smart website chatbot, AI follow-up, full CRM access, voice agent, and mobile app.
Includes:
AI SMS + Email Follow-up
AI Voice Agent (inbound & outbound)
AI Website Chatbot with routing logic
Triello CRM
Appointment booking + calendar sync
Smart automation triggers
Lead scoring
Lead source tracking & tagging
iOS / Android Mobile App
Everything in Lite, plus:
Smart Website & Funnel Builder w/ Premade Templates
AI Social Media Hub: Google Business, Facebook, Instagram Messenger, LinkedIn, TikTok, YouTube
Website Domain Hosting
Unlimited workflows & forms
Business Reputation Manager
Custom routing logic
Blog Creator
Facebook Ads Manager
Google Business Chat
WhatsApp Integration
DM automation & routing
AI Marketing Content Generator
AI email + SMS sequences
Dashboards and reporting analytics
Internal Chat Hub
Everything in Core, plus:
Memberships & Client Portal
Slack/WhatsApp team sync
Team permissions & SSO
Document Signer
Proposal builder + onboarding tools
Communities Builder
Webinar Builder
Includes everything in Max AI, plus:
Multi-location business management
API access + custom integrations
Dedicated Customer Success Manager with monthly strategy calls
Custom AI Model Tuning for your industry & brand voice
Advanced API & 3rd-Party Integration Development (built-for-you)
Custom Reporting Dashboards for exec team visibility
Multi-Location Management Hub (HQ oversight +
Private White-Labeled Branding
Enterprise SLA – 99.9% uptime, priority issue resolution, guaranteed response times
Quarterly Business Review with optimization recommendations
Personal Department Training
Every hour you wait to follow up with a new lead, your chances of closing drop fast.
Use our Missed Leads Calculator to find out how much revenue you’re losing each month without instant AI follow-up.
Included in every Triello subscription. Provides essential assistance to help you get started and resolve general issues.
What’s Included:
Email Support
Reach out to us at any time. We typically respond within 1 business day.
Initial Onboarding Help
One-time setup guidance and walkthrough resources when you first sign up.
Access to Help Center
24/7 access to our self-service guides, tutorials, and troubleshooting documentation.
Bug Reporting
Submit issues related to system errors or unexpected behavior.
Your own automation expert. Just a message away.
A monthly support plan designed for growing teams or solo users who want fast, ongoing help without upgrading to a higher plan.
What You Get:
Priority ticket response within 24 hours
Up to 2 hours of monthly workflow edits or CRM changes
Monthly check-in call (15 min)
Private support channel (WhatsApp or Slack) for direct communication
Strategic advice on optimization & automation
Don’t want to lift a finger? Let us do it for you.
This all-inclusive setup service gets your Triello system up and running with expert-built automations, workflows, and CRM tools tailored to your business.
What’s Included:
Full CRM & pipeline setup
AI SMS & Email follow-up configuration
1 AI Voice Agent setup
1 AI Chatbot with custom routing
Branded intake form + calendar
2 Page Website or Funnel Build
Lead source integration
Lead scoring + smart tagging
Testing & walkthrough call
Setup completed within 7 business days
Your Dedicated CRM Maintenance Assistant
Think of this as your virtual CRM Manager, handling the foundational tasks that keep your system clean, organized, and working as it should.
We’ll handle:
Reviewing new and existing leads weekly
Tagging, organizing, and updating contact records
Cleaning up duplicate or outdated data
Managing your calendar, appointments, and no-shows
Monitoring inboxes and conversations to ensure follow-up
Sending you a monthly activity & performance summary
This service is non-sales and focused entirely on CRM hygiene, lead visibility, and day-to-day upkeep so your automations, agents, and pipeline stay in sync.

Your AI Sales Team is Here.
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